WCM

Wesley Capital Management Portfolio holdings

AUM $86M
1-Year Est. Return 10.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-10.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.79M
3
+$1.49M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.46M
5
CSG
CHAMBERS STR PPTYS COM
CSG
+$1.36M

Top Sells

1
+$6.65M
2
+$2.1M
3
+$2.09M
4
AMT icon
American Tower
AMT
+$1.88M
5
EQR icon
Equity Residential
EQR
+$1.3M

Sector Composition

1 Real Estate 90.1%
2 Financials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-5,475
27
– –
-25,000
28
– –
-10,000
29
– –
-14,000
30
– –
-83,270
1
2